PAI
Pittenger & Anderson Inc’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Hold |
13,500
| – | – | 0.09% | 136 |
|
|
2025
Q1 | $2.14M | Buy |
13,500
+3,250
| +32% | +$516K | 0.08% | 138 |
|
|
2024
Q4 | $1.23M | Hold |
10,250
| – | – | 0.04% | 151 |
|
|
2024
Q3 | $1.24M | Buy |
10,250
+3,500
| +52% | +$425K | 0.05% | 149 |
|
|
2024
Q2 | $684K | Hold |
6,750
| – | – | 0.03% | 167 |
|
|
2024
Q1 | $618K | Hold |
6,750
| – | – | 0.03% | 172 |
|
|
2023
Q4 | $635K | Hold |
6,750
| – | – | 0.03% | 171 |
|
|
2023
Q3 | $625K | Sell |
6,750
-200
| -3% | -$18.5K | 0.03% | 160 |
|
|
2023
Q2 | $678K | Buy |
6,950
+200
| +3% | +$19.5K | 0.03% | 155 |
|
|
2023
Q1 | $656K | Hold |
6,750
| – | – | 0.03% | 157 |
|
|
2022
Q4 | $683K | Hold |
6,750
| – | – | 0.04% | 149 |
|
|
2022
Q3 | $560K | Hold |
6,750
| – | – | 0.03% | 150 |
|
|
2022
Q2 | $666K | Hold |
6,750
| – | – | 0.04% | 149 |
|
|
2022
Q1 | $634K | Hold |
6,750
| – | – | 0.03% | 156 |
|
|
2021
Q4 | $641K | Hold |
6,750
| – | – | 0.03% | 158 |
|
|
2021
Q3 | $640K | Hold |
6,750
| – | – | 0.03% | 159 |
|
|
2021
Q2 | $669K | Hold |
6,750
| – | – | 0.03% | 154 |
|
|
2021
Q1 | $599K | Hold |
6,750
| – | – | 0.03% | 160 |
|
|
2020
Q4 | $559K | Hold |
6,750
| – | – | 0.03% | 162 |
|
|
2020
Q3 | $506K | Hold |
6,750
| – | – | 0.03% | 167 |
|
|
2020
Q2 | $473K | Hold |
6,750
| – | – | 0.03% | 172 |
|
|
2020
Q1 | $492K | Hold |
6,750
| – | – | 0.04% | 164 |
|
|
2019
Q4 | $574K | Hold |
6,750
| – | – | 0.04% | 183 |
|
|
2019
Q3 | $513K | Hold |
6,750
| – | – | 0.04% | 190 |
|
|
2019
Q2 | $530K | Hold |
6,750
| – | – | 0.04% | 184 |
|
|
2019
Q1 | $597K | Sell |
6,750
-125
| -2% | -$11.1K | 0.05% | 183 |
|
|
2018
Q4 | $459K | Sell |
6,875
-1,000
| -13% | -$66.8K | 0.04% | 188 |
|
|
2018
Q3 | $642K | Buy |
7,875
+4,000
| +103% | +$326K | 0.05% | 181 |
|
|
2018
Q2 | $313K | Hold |
3,875
| – | – | 0.03% | 203 |
|
|
2018
Q1 | $385K | Sell |
3,875
-138
| -3% | -$13.7K | 0.03% | 204 |
|
|
2017
Q4 | $424K | Sell |
4,013
-350
| -8% | -$37K | 0.04% | 198 |
|
|
2017
Q3 | $484K | Sell |
4,363
-375
| -8% | -$41.6K | 0.04% | 186 |
|
|
2017
Q2 | $556K | Buy |
4,738
+613
| +15% | +$71.9K | 0.05% | 185 |
|
|
2017
Q1 | $466K | Sell |
4,125
-250
| -6% | -$28.2K | 0.05% | 189 |
|
|
2016
Q4 | $400K | Sell |
4,375
-200
| -4% | -$18.3K | 0.04% | 198 |
|
|
2016
Q3 | $445K | Hold |
4,575
| – | – | 0.05% | 192 |
|
|
2016
Q2 | $465K | Hold |
4,575
| – | – | 0.05% | 197 |
|
|
2016
Q1 | $449K | Sell |
4,575
-300
| -6% | -$29.4K | 0.05% | 202 |
|
|
2015
Q4 | $429K | Sell |
4,875
-100
| -2% | -$8.8K | 0.05% | 209 |
|
|
2015
Q3 | $395K | Sell |
4,975
-475
| -9% | -$37.7K | 0.05% | 219 |
|
|
2015
Q2 | $437K | Sell |
5,450
-3,465
| -39% | -$278K | 0.06% | 217 |
|
|
2015
Q1 | $672K | Sell |
8,915
-25,130
| -74% | -$1.89M | 0.09% | 187 |
|
|
2014
Q4 | $2.77M | Buy |
34,045
+1,500
| +5% | +$122K | 0.37% | 77 |
|
|
2014
Q3 | $2.71M | Sell |
32,545
-925
| -3% | -$77.1K | 0.4% | 63 |
|
|
2014
Q2 | $2.82M | Buy |
33,470
+325
| +1% | +$27.4K | 0.42% | 60 |
|
|
2014
Q1 | $2.71M | Sell |
33,145
-2,575
| -7% | -$211K | 0.38% | 62 |
|
|
2013
Q4 | $3.11M | Buy |
35,720
+2,505
| +8% | +$218K | 0.44% | 48 |
|
|
2013
Q3 | $2.88M | Buy |
33,215
+365
| +1% | +$31.6K | 0.46% | 43 |
|
|
2013
Q2 | $2.85M | Buy |
+32,850
| New | +$2.85M | 0.49% | 42 |
|